See the upcoming shortages is very handy however we often have opportunities that are 12 months or more away which show a sale stock shortage. We don't need to know about this until a couple of months before as there is no point holding extra sales stock for something that's happening a year away.

So it would be good to toggle the shortage range on the dashboard to show for example what's short in the next 2 months.

I did think about asking for a toggle on/off for sale items like the services but this is just going to lead to further issues missing stock further down the line

See the upcoming shortages is very handy however we often have opportunities that are 12 months or more away which show a sale stock shortage. We don't need to know about this until a couple of months before as there is no point holding extra sales stock for something that's happening a year away.

So it would be good to toggle the shortage range on the dashboard to show for example what's short in the next 2 months.

I did think about asking for a toggle on/off for sale items like the services but this is just going to lead…

This would assist in the greater understanding of cash flow / shortfalls by viewing ahead. Custom views of opportunities can be created but this does not calculate the total value of all opportunities in that period. Paid or part paid.

We need a sales workflow to be able to at-a-glance see what we need to work on.

I want to be able to make many different buckets in a pipeline where we can stick opportunities. This interface should be configurable so that any firm would be able to match it to their style. For my purposes I would like to make the buckets of

- Inbox: Where all new inquiries and quotes go
- Consultation
- Waiting confirmation: Where I stick opportunities until they get signed and/or deposit paid as the case may be. This would be linked to reserved quotations.
- Design: where we would throw any opportunity that needs design work do be done or outsourced (drawings, colors, scenic design)
- Tech Advance: bucket for unresolved technical issues with venue or cable/accessory/workbox packaging needed.
- Questions for customer: Unresolved customer questions which were generated in the tech/design phase
- Ready to go: No questions remain

Obviously some others may want to use the buckets differently. I would want to:
- define a minimum path for all opportunities to take.
- define actions upon promoting an opportunity to an order, provisional, reserved.
- Color the buckets freely
- assign buckets to users to be included in their dashboard and their email digest

Ideally this bucket system would provide me a way to easily see what tasks need to be scheduled.

Attached are some similar tools in images: Microsoft planner and Salesforce.

We need a sales workflow to be able to at-a-glance see what we need to work on.

I want to be able to make many different buckets in a pipeline where we can stick opportunities. This interface should be configurable so that any firm would be able to match it to their style. For my purposes I would like to make the buckets of

- Inbox: Where all new inquiries and quotes go
- Consultation
- Waiting confirmation: Where I stick opportunities until they get signed and/or deposit paid as the case may be. This would be linked to reserved…

We use a refundable a "shortage prepayment" which acts as a deposit towards any possible damages. If we don't have damages, it's fully refunded. The problem is it's included in our dashboard total, but it's not really a "sale".

There's currently no way we can exempt an item from reflecting on the total sales for each month. I would like the option of exempting a stock item from showing in the total sales for each month.